$BTC In the past three years, the U.S. stock market has purely "To get rich, first build the road"! From the end of 2022 to the end of 2025, AI upstream infrastructure is being heavily invested, and now the roads are almost finished. In 2026, we should look at the downstream application side to "drive and run"—the upstream is earning a lot, but without downstream explosion, it's just empty talk!
In 2026, there are two scripts to gamble on life and death:
✅ Good script: AI applications explode in volume and earn real money, EPS drives the market up;
❌ Bad script: AI implementation fails + inflation rebounds, a 40x valuation directly replicates the bloodbath of 2022, leaving a mess everywhere!
But the bad script is the real opportunity! Just like the 2000 internet bubble, driving infrastructure costs down to rock bottom (back then, 1MB of data cost $10, now token usage fees are ridiculously high), that's when we encounter a golden pit that happens once every five or ten years!
Finally, here's a picture from Barry to remind everyone—always stay vigilant, don't be the last batch of leeks to take the fall!
Thank you for reading this, and finally, I wish you good morning☀ good afternoon🥰 good night💤
